Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In Odoo 17, states play a pivotal role in indicating the different stages or statuses that records can undergo within the system. These states are commonly represented as selection fields in Odoo models, allowing users to easily discern the current status of a record. To append new states without altering the existing ones, the selection_add […]
In Odoo, a common requirement is to add custom fields to various models like products, customers, or orders. When integrating these custom fields into the Point of Sale (POS) module, it’s crucial to ensure they are properly loaded and utilized within the POS interface. Odoo offers several methods for loading data into the POS module, […]
A start category in Odoo 17 Point of Sale (POS) is a category that automatically displays when you begin a new POS session. It essentially filters the product selection to a specific group by default, saving cashiers time and improving efficiency. Default Behavior: By default, if no start category is set, all products in your […]
Learn the basics of using a packages in the outbound and inbound process flows. Use the convenient “Put in pack” button in Odoo to quickly place all products in a sales order in a package. This additional traceability feature is useful for businesses that use packages (e.g. pallets, boxes) to move groups of products in  the warehouse. 0:00 – […]
In this video, learn how to create an Odoo Database, install applications, and add demo data. **Check out more Odoo tutorials** – Navigate in Odoo – Chatter Basics – Odoo Discuss: Direct Messages & Voice/Video Calls **App documentation** – Apps and modules: – Developer mode: **See what Odoo can do for you!** – Schedule a demo: – Start […]
This video provides a step-by-step guide on how to install extra Python packages for Odoo development directly from PyCharm. By following these instructions, developers can efficiently manage their Odoo customization projects within the PyCharm environment, enhancing their productivity and ensuring the smooth integration of additional functionalities into the Odoo platform. #Odoo17 #Python #Pycharm #DevelopmentTutorial #OdooDevelopment […]
Internal notes in a POS (point of sale) system are comments or messages added to a transaction or customer record that are not visible to the customer. They are used for communication and information sharing among staff members. Here are some common uses of internal notes in POS: Special instructions:Â Noting specific customer requests like “gift […]
Customer Relationship Management (CRM) systems often integrate quotation creation functionalities to streamline the sales process. Here’s a breakdown of how to create a quotation for an opportunity within your CRM: 1. Accessing the Opportunity: Locate the desired opportunity within your CRM. This typically involves navigating to the Opportunities module and searching by name, customer, or other relevant […]
Themes play a significant role in the visual presentation and user experience. They define the layout, style, and overall appearance of the website, including aspects such as colors, fonts, and page structure. Installing a theme in Odoo involves adding a new theme module to your Odoo instance. You can find themes in the Odoo App […]
In this video, learn how to use consignment to store products owned by other companies. **Check out more Odoo tutorials** – Inventory playlist: **App documentation** – Consignment: – All Inventory docs: **See what Odoo can do for you!** – Schedule a demo: – Start a free trial: #Consignment #Odoo #Inventory
